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This guide outlines the standard procedure for reporting Salesforce issues to ensure the IT team can diagnose and resolve technical discrepancies efficiently without losing critical diagnostic data.

This guide covers the one-time setup process for connecting the Salesforce Outlook Add-in to your North Central University account. You must complete these steps on every device and platform (Desktop vs. Web) where you use Outlook.

Learn how to use the Salesforce Outlook Add-in to streamline your daily workflow. This guide covers how to view student data, log important correspondence, and create new records without ever leaving your Outlook inbox.

Learn how to create advising notes, share advising notes, and associate advising notes with records in Salesforce Student Success Hub.

Learn how to create alerts directly in Skyline. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is automatically related to a advising case and to the student contact associated with the case.

Learn how to create alerts in Student Success Hub. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.

Learn how to resolve or update the status of an alert. Alerts help support staff stay on top of concerns about grades, attendance, and other areas that impact student success. Every alert is related to a Student Record case and to the student contact associated with the case.

Learn how to view current alerts from within Salesforce. Please note that Salesforce access is required to view alerts and not all employees have access to Salesforce.

Learn how to manage your in-app Mogli notifications, including accessing your settings, customizing real-time alerts by object and gateway, and retrieving inbound messages from the Salesforce Utility Bar.Learn how to manage your in-app Mogli notifications, including accessing your settings, customizing real-time alerts by object and gateway, and retrieving inbound messages from the Salesforce Utility Bar.

Learn how to send an email from within Salesforce Student Success Hub, making sure the email is related to the student's advising case.

Learn how to create non-advising notes on a student record.

Learn how to manually add someone to a student's success team in Salesforce Student Success Hub

Learn how to add or edit your email signature within Salesforce Student Success Hub.

Learn how to set up your appointment availability in Salesforce.